Team Leader Training & Relationship Manager VIC

About Netwealth

Netwealth isnt just a company. Were shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more and were proud to be recognised as one of Australias most innovative FinTech businesses.

Since 1999 weve grown rapidly by challenging the status quo. We move fast think big and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact.

But what truly sets us apart Our people. Were a team of curious optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity and agility and we believe in creating an environment where you can do your best work grow your career and feel part of something meaningful.

If youre looking for a place where your ideas matter where innovation is celebrated and where you can help shape a brighter financial future join us at Netwealth.

The opportunity

The Team Leader plays a pivotal role in driving adviser experience team performance and commercial outcomes. Youll lead a highperforming group of TRMs build strong external partnerships and contribute to strategies that increase netflows boost Funds Under Advice (FUA) and grow revenue.

This is an exciting leadership opportunity for a peoplefocused professional who thrives in a dynamic relationshipdriven environment.

What Youll Be Doing

Leadership & Team Development

• Lead mentor and develop a team of Training & Relationship Managers to deliver exceptional adviser service.

• Set clear performance expectations and equip the team with tools training and support to succeed.

• Manage onboarding ongoing coaching and professional development of team members.

Adviser & Market Engagement

• Build and strengthen relationships with advisers licensees and key dealer groups.

• Act as a senior escalation and support point for complex adviser queries.

• Promote Netwealths products services and value proposition with confidence.

Commercial & Strategic Contribution

• Contribute to regional sales strategy pipeline development and overall business planning.

• Work closely with the Sales Leadership Group to align team initiatives with company objectives.

• Monitor industry trends to identify opportunities for product service and training enhancements.

Operational Excellence

• Oversee accurate use of Netwealth systems (including Microsoft Dynamics) within the TRM team.

• Support development of training programs that reflect adviser and industry needs.

• Ensure compliance with regulatory requirements internal policies and the Group Fraud Policy.

• Drive process improvements that enhance service delivery and reduce risk.

What Youll Bring

• Proven leadership experience in sales account management or adviser relationship roles ideally within financial services.

• Strong understanding of the Australian financial advice landscape.

• Exceptional communication influencing and stakeholder management skills.

• Demonstrated ability to lead teams to achieve exceptional outcomes.

• Extensive platform and market knowledge

• RG146 compliance (required)

• Willingness to travel interstate to support business needs.

• Strong knowledge of Netwealth products

Personal attributes that lead to success:

• Youre a natural leader passionate about developing people.

• Youre customercentric collaborative and commercially minded.

• Youre adaptable and agile in a fast-paced competitive market.

• Youre committed to ethical conduct compliance and maintaining a safe workplace.

Life At Netwealth

At Netwealth we believe a fulfilling career is built on growth balance and belonging. Our people are our greatest strength and were committed to supporting you at every stage of life because when you thrive so do we.

Were proud to be recognised as one of Australias top 5 companies for Career Development (endorsed by WORK180). From further education and diverse training opportunities to strong support for internal mobility. Your career can grow here.

Our flexible hybrid model supports balance with just 4 days in the office each fortnight. When youre in youll enjoy working from one of our modern thoughtfully designed spaces across Australia including our state-of-the-art Melbourne CBD office. All locations feature contemporary facilities to make your day comfortable and in Melbourne youll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier.

We offer benefits designed for your wellbeing and personal development including;

• Family-friendly support: Paid parental leave and a fully funded school holiday program

• Wellness perks: CU Health (virtual healthcare) income protection flu shots wellness weeks retail discounts and financial wellbeing services

• A vibrant culture: social events trivia nights and corporate sports

• Employee Resource Groups: LGBTQIA DAWN (Development and Accelerating Women at Netwealth) Culture Group and Carers Group

• Community Impact: Paid volunteering and our Netwealth Impact Group

Were proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. Its one of our core values. Were committed to equity and inclusion through our gender equality disability LGBTQIA wellbeing and cultural initiatives. And were certified by WORK180 Family Friendly Workplaces and Great Places to Work.

If youre excited by the opportunity but dont meet every requirements we still encourage you to apply. Research shows people often hesitate unless they tick every box. We value potential and passion just as much.

Need adjustments during the recruitment process Contact us at

Apply now and help us shape a brighter financial future!

Required Experience:

Manager